About
Our Mission: Seeking to Enrich Lives Through Transformative Actions
Our company mantra stems from the belief that small actions lead to significant results over time. We aim to have long-term relationships with the families that we serve to ensure they are making steady progress towards their goals and when encountering life challenges along the way, they have a steady partner in us to help them navigate those challenges.
Our Core Values
Client-Centric Transformation
At the heart of every decision is the well-being and growth of our clients.
Learning and Innovation
Knowledge is power, and we commit to educating our clients and ourselves while embracing innovative solutions for impactful results.
Stewardship
We understand the responsibility entrusted to us and vow to manage every resource with care and wisdom, striving for excellence in every endeavor.
Relationships Over Transactions
We believe in building deep, lasting relationships that go beyond mere transactions.
A Legacy of Trust
30 years ago, when Portfolio Advisors was founded by Gary Leffler, it was founded with the idea that there had to be a better way to serve clients and to serve those relationships over time. As an independent advisory firm based in the Central Valley, we look to these founding principles while blending them with fresh perspectives on the financial world with our current team.
Our advisors include CERTIFIED FINANCIAL PLANNERTM professionals (CFP®) and Investment Advisor Representatives backed by 30 years of experience as well as diverse backgrounds and next-generation insights that are as diverse as the families we serve. In some cases, we are already working with the third or fourth generation of family members amongst our clients.
Our goal is to help you align your capital (money, time, energy, and attention) with what is truly important to you and help you do so one step at a time. Whether it’s achieving a specific goal or navigating through personal challenges, we aim to leave you better off than when you first walked through our doors.
1990
ESTABLISHED
$200M+
Assets Managed
Over 250
FAMILIES SERVED
30+ Years
OF EXPERIENCE
Ready to be at the center of your financial picture?
We’ve been transforming lives for over 30 years. Let’s start your journey today.
Registration as an investment adviser or adviser representative does not imply a certain level of skill or training. For more information on the CERTIFIED FINANCIAL PLANNERTM credential, please see our Disclosures page. Assets Managed totals are based on the firm’s regulatory assets under management, as of December 31, 2023. Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client’s tax bracket and financial circumstances, coordination with the client and the client’s other engaged professionals, market conditions, and other factors. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.